+20.7%
DHI vs TRI
-18.9%
+39.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | -3.4% | -7.9% | +4.5% | -2.6% |
| 30D | -5.4% | -4.5% | -0.9% | -5.0% |
| 3M | -10.4% | +22.1% | -32.5% | -12.1% |
| 6M | -2.8% | -2.8% | 0.0% | -2.5% |
| YTD | -3.4% | -23.4% | +20.0% | +2.8% |
| 1Y | -22.9% | -41.5% | +18.6% | -12.4% |
| 3Y | +20.7% | -19.2% | +39.9% | +12.3% |
| All | +20.7% | -18.9% | +39.6% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling